Source: Business Times
TSMC's semiconductor foundry technology is unmatched in the world. Global heavyweight customers such as Apple, Huawei, and Qualcomm are flooding in orders. Foreign investors are buying continuously. They bought more than 11,473 copies on the 3rd, and the stock price is aggressive It closed at 265 yuan and rose 6 yuan, contributing 51 points to the index, driving Taiwan stocks up 91 points, and the market value of TSMC also reached 6.87 trillion yuan. Next week, it will once again challenge the double mark of 270 yuan and 7 trillion yuan in stock price.
Taiwan stocks closed the week on the 3rd. According to the stock exchange, the market value of 33.39 trillion yuan on January 26 last year was the highest in history. The market value of Taiwan stocks on May 3 reached 33.49 trillion yuan, breaking the historical closing week. The highest line, the cumulative increase in Taiwan stocks this year has increased by 14.07%, and the market value has increased by more than 4.17 trillion yuan.
According to statistics, 11 listed stocks have become big winners this year. TSMC alone has increased its market value by 1 trillion yuan this year, becoming the biggest winner. , Hon Hai, Largan and other Apple's three kings have increased their market value by 1.46 Trillion yuan, MediaTek and Hetai Motors each increased by more than 100 billion yuan, and Delta, Formosa Plastics, Formosa Plastics, ASE Investment, Yushan Gold, and Zhaofeng Gold each increased by more than 50 to 80 billion yuan.
National vote investment adviser said that TSMC led the industry in mass production of 7nm products last year. This year, TSMC will launch a new 7nm process and introduce a small part of EUV lithography technology. It is expected to launch another 7nm microscale next year. The 6nm version and the 5nm process based on EUV lithography technology have widened the gap with competitors.
TSMC contributed 95 billion yuan in revenue from 7nm last year, accounting for more than 9% of revenue. The National Investment Consulting and Research Department estimates that 7nm/7nm+ revenue this year will grow 180% to 266 billion. The proportion of revenue jumped to 26%. The 7nm orders mainly came from Apple’s A12/A13 orders: Apple’s largest customer last year’s revenue accounted for 22%, and the second largest customer was Huawei’s HiSilicon, The third and fourth largest customers are Qualcomm and Supermicro, as well as other major international customers.
Franklin Huamei Fund Manager Zhou Shuxuan believes that from the rising trend of Taiwan stocks this year, the market is indeed looking forward to the peak season in the second half of the year.Although Intel and other major manufacturers recently announced their operating outlooks, which caused fluctuations in the stock prices of related stocks, they also moderated the market’s excessively positive expectations for the semiconductor boom in a timely manner, creating a better market trend for future semiconductor bulls. It remains to be seen how 5G demand will drive the recovery of semiconductors at this stage. Applications such as smartphones, automotive electronics, Internet of Things, TDDI, fingerprint recognition, etc. will continue to expand, and Taiwan's semiconductor supply chain will benefit greatly.
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